Personal Balance Sheet/Net Worth Statement Template - Walthall

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Personal Balance Sheet / Net Worth Statement
Name:______________________________________________________________ Date: ___________________
ASSETS:
Current assets (liquid, easily accessible within one year from prepared as-of date)
Checking accounts
$
Savings accounts
Cash on hand (cash, travelers checks, etc.)
Current portion of notes owed to you
Other current assets
Total current assets
$
Long-term assets (accessible after one year from prepared as-of date)
Long-term portion of notes
$
Certificates of deposit
Life insurance - cash values
Securities (stocks, bonds, etc.)
Real estate (at market value)
Closely held business interests
Vehicles (at market value)
Retirement accounts
Other long-term assets
Total long-term assets
TOTAL ASSETS :
$
LIABILITIES:
Current liabilities
Current bills you owe
$
Current portion of mortgages on real estate
Current portion of loans
Current portion of taxes
Total current liabilities
Long-term liabilities
Mortgages on real estate - net of current portion
$
Notes co-signed, etc.
Loans you owe
Taxes you owe
Other liabilities
Total long-term liabilities
$
TOTAL LIABILITIES:
NET WORTH (total assets less total liabilities)
$
Personal Balance Sheet / Net Worth Statement
Name:______________________________________________________________ Date: ___________________
ASSETS:
Current assets (liquid, easily accessible within one year from prepared as-of date)
Checking accounts
$
Savings accounts
Cash on hand (cash, travelers checks, etc.)
Current portion of notes owed to you
Other current assets
Total current assets
$
Long-term assets (accessible after one year from prepared as-of date)
Long-term portion of notes
$
Certificates of deposit
Life insurance - cash values
Securities (stocks, bonds, etc.)
Real estate (at market value)
Closely held business interests
Vehicles (at market value)
Retirement accounts
Other long-term assets
Total long-term assets
TOTAL ASSETS :
$
LIABILITIES:
Current liabilities
Current bills you owe
$
Current portion of mortgages on real estate
Current portion of loans
Current portion of taxes
Total current liabilities
Long-term liabilities
Mortgages on real estate - net of current portion
$
Notes co-signed, etc.
Loans you owe
Taxes you owe
Other liabilities
Total long-term liabilities
$
TOTAL LIABILITIES:
NET WORTH (total assets less total liabilities)
$

Download Personal Balance Sheet/Net Worth Statement Template - Walthall

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